Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$29.4B
AUM Growth
+$2.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,554
New
Increased
Reduced
Closed

Top Buys

1
+$71.6M
2
+$48.6M
3
+$32M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$28.5M
5
BND icon
Vanguard Total Bond Market
BND
+$25.8M

Top Sells

1
+$28.2M
2
+$26.4M
3
+$20.7M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$20.1M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$18.2M

Sector Composition

1 Technology 11.67%
2 Financials 4.81%
3 Consumer Discretionary 3.88%
4 Healthcare 3.32%
5 Industrials 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1626
$1.36M ﹤0.01%
54,201
+3,266
1627
$1.36M ﹤0.01%
69,058
-3,858
1628
$1.36M ﹤0.01%
27,781
-1,952
1629
$1.36M ﹤0.01%
9,240
+157
1630
$1.36M ﹤0.01%
15,516
+2,863
1631
$1.36M ﹤0.01%
28,987
-971
1632
$1.35M ﹤0.01%
61,081
+2,253
1633
$1.35M ﹤0.01%
51,503
+18,125
1634
$1.34M ﹤0.01%
28,639
+183
1635
$1.34M ﹤0.01%
24,458
+6,532
1636
$1.34M ﹤0.01%
895
+664
1637
$1.34M ﹤0.01%
30,957
-299
1638
$1.34M ﹤0.01%
8,672
-415
1639
$1.34M ﹤0.01%
42,611
-39,784
1640
$1.34M ﹤0.01%
64,147
+12,140
1641
$1.34M ﹤0.01%
31,028
-3,537
1642
$1.34M ﹤0.01%
80,734
+1,087
1643
$1.34M ﹤0.01%
25,594
+4,214
1644
$1.33M ﹤0.01%
28,012
-1,733
1645
$1.33M ﹤0.01%
28,608
-4,883
1646
$1.33M ﹤0.01%
59,135
+9,787
1647
$1.33M ﹤0.01%
14,780
-282
1648
$1.32M ﹤0.01%
71,168
+1,717
1649
$1.32M ﹤0.01%
7,950
+6,251
1650
$1.32M ﹤0.01%
17,154
+2,525
64 65
66
67 68